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Waverly Advisors’s iShares MSCI World ETF URTH Stock Holding History

Waverly Advisors’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Sell
3,794
-557
-13% -$110K ﹤0.01% 982
2026
Q1 		$783K Buy
4,351
+529
+14% +$99K 0.01% 907
2025
Q4 		$710K Sell
3,822
-27
-0.7% -$4.97K 0.01% 877
2025
Q3 		$699K Buy
3,849
+27
+0.7% +$4.72K 0.01% 743
2025
Q2 		$647K Buy
+3,822
New +$603K 0.01% 736

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Waverly Advisors's URTH Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI World ETF (URTH) stake by 13% in Q2 2026, selling an estimated $110K and leaving 3,794 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Waverly Advisors first reported a position in URTH in Q2 2025 and has held it in 5 quarters since. The position peaked at $783K in Q1 2026. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Waverly Advisors held 3,794 shares of iShares MSCI World ETF worth $769K as of Q2 2026.
  • Waverly Advisors sold 557 iShares MSCI World ETF shares in Q2 2026, an estimated $110K.
  • iShares MSCI World ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #982 holding.
  • Waverly Advisors first reported a position in iShares MSCI World ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's iShares MSCI World ETF position peaked at $783K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.